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Strategic Wealth Consulting Group, Inc.
Gain from an independent perspective.
Strategic Wealth Consulting Group, Inc. is an independently owned financial consulting firm with more than 18 years of industry experience dedicated in providing personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Strategic Wealth Consulting Group, Inc. (SWC) works closely with Individuals, Medical Professionals, and Small Business owners by assisting them with solving their complex financial needs. We provide integrated wealth management strategies in helping our clients to achieve and preserve financial wealth success. We devote significant time and energy into every client we work with.
Strategic Wealth Consulting Group
- Custom Pension Plan Design
- Portfolio Design
- Practice Structure
- Risk Management
- Asset Protection
- Integrated Wealth Planning
- Tax Status Optimization
- Succession Planning
- Wealth Management
- Financial Planning
- Investment Management
- Portfolio Aggregation
- Insurance
- Tax Planning
- Retirement Planning
- Education Planniing
- Custom Pension Plan Design
- Portfolio Design
- Business Structure
- Risk Management
- Tax Status Optimization
- Succession Planning
Non Profits
Medical Professionals
Individuals
Business Owners
- Endowments / Foundations
- Associations
- Relationship Management
- Portfolio Design
- Asset Management
- Risk Management
- Fiduciary Responsibilities
- Monitoring & Reporting
Whether you are just starting to save for your future, or are a seasoned investor, Strategic Wealth Consulting Group has the financial management experience to direct you towards reaching your objectives. We offer financial and investment services through First Allied Securities, Inc.
Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective. Contact Strategic Wealth Consulting Group today at 248-703-5332 so that we can share the value that we can provide.